Profitbase InVision 2.0 Released!

Hi all,

We’re happy to announce the release of Profitbase InVision 2.0! The primary focus for 2.0 has been porting the End User Client from Silverlight to HTML5. We’ve also added many new features to the platform and enhanced existing functionality.

Business Modules

Loan Portfolio Manager has been ported and enhanced to run on 2.0 and is ready for deployment. Check out the demo here.

The Finance Reference Solution (FRS) is currently in “operational beta”, meaning we’re still adding some nice-to-have features, polishing things up and fixing some bugs. We’ll make a separate announcement for FRS when it reaches its final form, but you can start using it in customer projects now.

Installs

The software, including the installers for Loan Portfolio Manager and FRS, can be downloaded from \\pbsndfile\Installs\D – Software\ProfitBase\Profitbase InVision\2.0\Release

NEW FEATURES – End User Client

The End User client has been ported from Silverlight to HTML5. This means that users no longer have to install a plugin to run the application, and that it runs in all browsers including

Dynamic row and cell styling – cell and row appearance changes based on the contents of the spreadsheet

Workbook variables can be used in spreadsheet formulas (Worksheets and Settings)

Ability to dynamically specify the initial read only state of a column when the spreadsheet configuration is loaded from the server

Support for individually specifying the summary function (sum, average, count, min, max, none) for each column when the Summary Row function is enabled

NEW FEATURES – Charting

New charting component with more flexibility, the same component used by InFront

Automatically reloads configuration to Workbook during development

Support for raising Workbook events when the user interacts with a chart component, for example when a point is clicked. This raises the new ChartInteractionEvent that can be subscribed to by other Workbook components.

In addition to a wide range of built-in formatters, there’s support for custom point, axis and label formatters. Use the new JavaScript Solution object to write custom formatters.

Support for logical and equaltity operators in expressions and cell address definitions

Support for creating JSON objects and arrays

Object member access using “.” and “?. ” (null conditional operator).

Support for calling native methods on objects

Support for the null coalescing operator “??”

NEW FEATURES – Workbook

New functions

IsHostPageActive() – Can be called from an Action to check whether or not the calling component is hosted within the currently active page

HasFilterChanged() – Can be called from the LoadData action of Worksheets, Settings and Reports to check whether or not bound filters have changed since the last time data was loaded

GetActivePage() – Returns information about the currently active page

ExecuteIf(…) – Can be used to conditionally start Progress, SQL Script and Data Flow components, and conditionally execute the LoadData operation of Worksheets, Settings and Reports

NEW FEATURES – Business Logic support

Data Context Delegation.

Data Context Delegation enables delegating the Data Context information to different columns than those associated with Data Context Slicer Repositories. A use case for Data Context Delegation is when Department is part of the Data Context, and the Spawner is set up to emit transactions from one department to other departments.

Desktop application for synchronizing data from one InVision database to another. This tool should be used in the Solution development cycle for sync’ing data from production to development before the development database is pushed to production.

Tool for upgrading an InVision Solution (database) from one version to the next. This tool will upgrade both the model schema and the metadata.

NEW FEATURES – Misc

Dynamic filtering of filters using custom parameters in Slice expressions. This feature enables the items in a filter to change based on selected value(s) of some other filter.

New RecalAction for Worksheets and Settings which triggers execution of formulas. This action can be used to trigger a recalculation when Workbook variables has been updated outside the formula context, for example by a Form Element.

Formula support for Settings

Support for setting a minimum width for columns in spreadsheets. The min width applies for auto sized columns, and is useful when the computed column is smaller than what’s actually desired. The default min size of auto sized columns is 70px.

NZ(…) function converts a NULL value to zero. Using NZ(…) rather than ISNULL(…,0) makes formulas easier to read.

tmpl_foreach_operand(…) function together with EVAL enables spreadsheet formulas to be dynamically created and evaluated

Localize(…) support for Eaze Workbook component expressions. This feature makes it possible to display dynamically composed text in Labels based on the language settings of the current user. This feature requires that the text code is registered in pbSimLangtext with Type $AppUIResource

You can add JavaScript Solution Objects to the solution, enabling you to write custom chart component formatters and event handlers.

Option for sending entire data set to the server when Worksheets and Settings are saved.

ISNULL and ISNULLORZERO now accepts one or two arguments. Calling the functions with two arguments, makes the functions behave as previously. Calling the functions with one argument, makes them evaluate the expression and return a Boolean value indicating whether the value vas null or zero.